See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,440 | $51,708+20.8% | $106,619-41.4% | $62,891-0.7% |
| Participation rate | 48.0% | 66.9%-18.9pp | 78.0%-30.0pp | 69.3%-21.3pp |
| Annual return | 25.28% | 4.69%+20.6pp | 9.42%+15.9pp | 20.14%+5.1pp |
| Employer contribution / active EE | $790 | $1,764-55.2% | $3,947-80.0% | $2,281-65.4% |
| Participant deferral / active EE | $1,403 | $2,315-39.4% | $3,930-64.3% | $3,203-56.2% |
| Admin fee / account holder | $4,920 | $3,349+46.9% | $6,418-23.3% | $4,296+14.5% |